LVW Advisors’s American Electric Power AEP Stock Holding History

LVW Advisors’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.48M	Sell	12,458 -80	-0.6%	-$10.1K	0.12%	107
2026 Q2	$1.72M	Sell	12,538 -199	-2%	-$26.2K	0.15%	84
2026 Q1	$1.67M	Sell	12,737 -3,123	-20%	-$391K	0.16%	74
2025 Q4	$1.83M	Sell	15,860 -411	-3%	-$48.5K	0.19%	69
2025 Q3	$1.83M	Sell	16,271 -810	-5%	-$88.6K	0.19%	73
2025 Q2	$1.77M	Buy	17,081 +986	+6%	+$103K	0.19%	72
2025 Q1	$1.76M	Buy	16,095 +1,171	+8%	+$119K	0.21%	67
2024 Q4	$1.38M	Buy	14,924 +494	+3%	+$47.8K	0.17%	88
2024 Q3	$1.48M	Buy	14,430 +1,137	+9%	+$111K	0.19%	85
2024 Q2	$1.17M	Buy	13,293 +1,635	+14%	+$143K	0.17%	87
2024 Q1	$1M	Buy	11,658 +3,535	+44%	+$287K	0.17%	91
2023 Q4	$660K	Buy	+8,123	New	+$631K	0.12%	122

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LVW Advisors's AEP Position: Q3 2026 in Review

LVW Advisors reduced its American Electric Power (AEP) stake by 0.64% in Q3 2026, selling an estimated $10.1K and leaving 12,458 shares worth $1.48M. The position accounts for 0.12% of the portfolio, ranked #107.

LVW Advisors first reported a position in AEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q3 2025. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

LVW Advisors held 12,458 shares of American Electric Power worth $1.48M as of Q3 2026.
LVW Advisors sold 80 American Electric Power shares in Q3 2026, an estimated $10.1K.
American Electric Power made up 0.12% of LVW Advisors's portfolio in Q3 2026, its #107 holding.
LVW Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 12 quarters since.
LVW Advisors's American Electric Power position peaked at $1.83M in Q3 2025.
1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.